Financial Planning

True Wealth and Financial Planning

Our team of professionals will work with you to design a wealth plan to evaluate your financial needs and analyze your goals for the future. With consistent reviews, we will be able to provide modifications to your plan to keep it up to date and dynamic.

The professionals in our Wealth Enhancement Group are qualified and experienced to address the various and often complex financial needs of individuals, families and businesses, with a specific focus on handling needs that arise from life transition events, such as generational transfers.

For individuals and families, we will:

  1. Determine your Family Index Number to understand the rate of return needed to achieve your financial goals.
  2. Understand your cash flow needs.
  3. Evaluate risk management (such as insurance) to make sure you have the proper risk protection.
  4. If necessary, analyze social security and how you can maximize its use.

For businesses, we can assist in:

  1. Succession planning
  2. Understanding how a sale of your business will affect your retirement
  3. Understanding how your business fits into your overall financial situation

We focus on being objective, holistic and ethical in all our financial planning services in order to provide you with the value you deserve.